MenuFinlay Lafleur CFP®
About Me
I have been advising individuals and entities regarding their financial needs over the last 12 years. It is interesting that every client is different and requires the attention as such. I do not believe 'one size fits all' approach. Every strategy or advice provided should be personalised and aligned with client's needs, objectives and concerns. They need to be robust solutions that can be changed, tweaked or altered to suit clients' evolving needs through different stages.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 23 Years -
Licensed By Rounded Wealth Advisory Pty Ltd
